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Apple raised Apple TV+ to $14.99/month in its fourth hike in four years, and new iPhones are expected to cost up to $500 more than iPhone 17 models.
Netflix posted $12.56 billion in Q2 revenue as price hikes landed well, while Disney and Spotify also grew through subscription rate increases.
New CEO John Ternus inherits execution risk as investors watch whether a $200 to $500 iPhone price jump cools upgrade rates and pressures Apple's 41x P/E.
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